Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn., NOV. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices...

The AmericanTCS 401(k) composite benchmark delivered a 5.90% return in the third quarter of 2024, right in line with the 5.99% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 5.89%, as it experienced some...

NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group  PITTSBURGH, Dec. 4, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...

NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year  PITTSBURGH, Dec. 12, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that...

Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm Stamford, Conn. – Jan. 10, 2024 – NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth...

Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD, Conn., Feb. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...

Team joins from Merrill Lynch and establishes a third Florida location STAMFORD, Conn., AUG. 16, 2024 — Just announced, a Florida-based team of eight from Merrill Lynch has joined NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs...

Firm Now Services More Than $55 Billion in Client Assets, On Pace for Third Consecutive Year of Record Growth  PITTSBURGH, Aug. 13, 2024 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...

We are honored that several members of the NewEdge Capital Group family have been recognized as finalists for the prestigious 2024 WealthManagement.com Wealthies awards!* NewEdge Advisors’ Alex Goss, CFP® is a finalist in the CEO of the Year category, Neil Turner is...

Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s. Drawing from decades of leadership in the financial services industry, including...